Core Viewpoint - The automation equipment sector experienced a decline of 1.11% on December 9, with Ruishun Technology leading the drop. The Shanghai Composite Index closed at 3909.52, down 0.37%, while the Shenzhen Component Index closed at 13277.36, down 0.39% [1]. Group 1: Market Performance - The automation equipment sector saw a net outflow of 1.586 billion yuan from main funds, while retail investors contributed a net inflow of 1.242 billion yuan [3]. - Key stocks in the automation equipment sector showed varied performance, with Xinjie Electric leading with a closing price of 57.95 yuan, up 4.11% [1]. Group 2: Individual Stock Performance - Notable gainers included: - Xinjie Electric: 57.95 yuan, +4.11%, volume 48,500, turnover 284 million yuan [1]. - Junzui Technology: 11.28 yuan, +2.36%, volume 312,800, turnover 35.5 million yuan [1]. - Yingweitong: 8.84 yuan, +2.31%, volume 375,800, turnover 332 million yuan [1]. - Other stocks with positive performance included Bojie Co., Erqing Fangguang, and Shuangyuan Technology, all showing gains between 1.10% and 2.19% [1].

格隆汇12月9日丨英威腾(002334.SZ)在互动平台表示，目前暂无可以应用于人形机器人领域的控制器。 ...

格隆汇12月9日丨英威腾(002334.SZ)在互动平台表示，公司相关网络能源产品在海外多个区域有销售， 目前在北美市场业务量很小，公司保持积极关注；公司液冷产品已进入市场验证阶段，正积极推动大型 客户试机测试以获取订单，尚未确定与所述相关国际头部大厂客户的合作。 ...

Group 1 - The A-share market showed mixed performance on December 9, with the Shanghai Composite Index down by 0.13%, while sectors such as office supplies, electronic components, and communication equipment saw gains [1] - The machine tool sector remained active, with the Machine Tool ETF (159663) rising by 0.20%. Notable individual stock performances included Ding Tai Gao Ke up by 5.35%, Xin Jie Electric up by 5.10%, and Hao Mai Technology up by 4.08% [1] Group 2 - In 2023, China's industrial robot production and sales maintained rapid growth, with cumulative production reaching 602,700 units, a year-on-year increase of 28.80%, and cumulative sales at 652,700 units, up by 42.51%, surpassing last year's total [3] - Jiang Hai Securities forecasts that domestic companies will benefit from the industry's sustained growth due to factors such as global economic recovery and increasing demand for high-precision, intelligent, and flexible production equipment [3] - The Machine Tool ETF (159663) closely tracks the China Machine Tool Index, which encompasses key areas of high-end equipment manufacturing, including laser equipment, machine tools, robots, and industrial control equipment [3]

Group 1: Company Overview - The company focuses on industrial automation and energy power sectors, with four main business segments: industrial automation, network energy, new energy power, and photovoltaic energy storage [2][3] - The industrial automation segment provides core components and integrated solutions, widely applied in various industries including compressors, lifting machinery, and semiconductor equipment [3] - The network energy segment offers products like micro-module data centers and intelligent monitoring solutions, serving industries such as cloud computing and finance [3] Group 2: Industry Outlook - The industrial automation industry is expected to grow due to policy support, technological innovation, and market demand, with a shift towards intelligent, green, and service-oriented solutions [3][4] - The domestic replacement process is deepening, creating opportunities for local companies to fill gaps in high-end automation equipment [3] Group 3: Business Growth Strategies - Future growth points for industrial automation include consolidating low-voltage inverter advantages, enhancing servo and PLC products, and transitioning to integrated scenario-based solutions [4] - The company aims to deepen operations in strategic industries and expand overseas market presence to leverage global growth potential [4][5] Group 4: Network Energy Business - The network energy business primarily consists of UPS products, which account for approximately 70% of sales, with precision air conditioning becoming the second-largest product [5] - The company is focusing on data centers and intelligent computing centers, with plans for product innovation and market expansion [5] Group 5: New Energy Vehicle Business - The new energy vehicle segment has seen significant revenue growth, particularly in commercial vehicles, leading to improved profit margins [6] - The management is confident in the profitability potential of this segment, emphasizing product competitiveness and market share expansion [6] Group 6: Overseas Market Strategy - The company has been active in overseas markets for nearly 20 years, with industrial automation and network energy as the main revenue sources [7][8] - Future plans include strengthening global operations through local subsidiaries and enhancing service capabilities to increase market share [8]

Core Viewpoint - The company, Invt (002334), has confirmed that its core components for prefabricated power modules, such as UPS, are independently developed and produced, possessing independent intellectual property rights [1] Company Summary - Invt's prefabricated power module products are characterized by self-researched and produced core components [1] - The company emphasizes its ownership of intellectual property rights related to these components [1]

证券日报网讯11月28日，英威腾（002334）在互动平台回答投资者提问时表示，公司看好储能温控业 务，公司网络能源业务中温控产品的占比正在逐步提升，取得较快增长。 ...

格隆汇11月28日丨英威腾(002334.SZ)在投资者互动平台表示，公司作为参编单位参与了国家标准《数 据中心和通信机房用空气调节机组》（GB/T 19413-2024）的制定。 ...

Core Viewpoint - The company is advancing its research and development in high voltage direct current (HVDC) technology for data centers based on its technological accumulation [1] Group 1 - The company is currently following up and promoting the deployment of HVDC research for data centers [1]

格隆汇11月28日丨英威腾(002334.SZ)在投资者互动平台表示，公司研发生产的UPS不间断电源是属于服 务器的关键电力保障适配产品。 ...